Unclaimed
Jason Legrand Slade is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jason has been in the securities industry since September 17, 1997. Jason is registered with the state of Texas as an investment advisor representative. Jason has also been associated with EDWARD JONES and ING FINANCIAL ADVISERS, LLC in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
08/09/2011 - Present
Raymond James Financial Services Advisors, Inc. (GOODYEAR AZ)
AZ
09/25/2002 - 12/10/2010
EDWARD JONES (LITCHFIELD PARK AZ)
CT
09/17/1997 - 09/23/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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